Dynamic Link Fields

Dynamic Link Fields

A field called a "dynamic link" can search for and store the value of any DocType. Have a look at an illustration to see how a dynamic link field functions.

We must specifically state if an opportunity or quotation is for a lead or a customer when developing it. A different link box where we can choose the actual Lead or Customer appears based on our choices (Lead/Customer).

The later field will be immediately linked to the master specified in the first field, i.e., Leads or Customers, if the former field is set as Dynamic Link and we choose actual Leads or Customers. Thus, we do not need to add separate connection fields for Lead and Customer.

The steps to insert a custom dynamic field are listed below. We'll insert a dynamic link field in a journal entry, for instance.

Step 1: Insert Link Field for DocType

First, a link field will be created and connected to the DocType.

Parent DocType is the DocType mentioned in the Option field. Therefore, Quotation is a DocType that contains numerous Quotation listed under it. Similar to how Sales Order, Purchase Order, and other doctypes are formed as records for DocType, DocType is also a DocType.

DocType ---- Sales Order ---- Purchase Invoice ---- Quotation ---- Sales Invoice ---- Employee ---- Work Order .. and so on.

So linking this field with parent DocType will list all the DocType records.

Step 2: Insert Dynamic Link Field The "Dynamic Link" type will be used for this custom field. The name of the Doctype link field will be mentioned in the Option field.

Based on the value entered in the Doctype link field, this field will allow selecting a document id. For instance, the Dynamic Link field will display all of the Sales Order ids if we choose Sales Order in the previous field

Customizing options in the Doctype Link field All forms and docTypes are available for selection by default in the DocType link field. You must create a Custom Script for this field if you want it to display just certain specified docTypes in the search results.